Retirement Holdings Down Significantly? Consider a Roth Conversion
With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.
Presidential Candidates Differ on Taxes in Several Key Areas
Tax Consultants from Henssler CPAs & Advisers join the show, taking a deep dive into the tax platforms of Democratic nominee Biden and incumbent Trump for the presidential election.
Growth and Value – Now is Not the Time to Switch Courses
The “Money Talks” financial experts team up to discuss the difference between growth and value strategies and why an investor shouldn’t switch strategies mid-cycle.
Don’t Lose Sight of Your Sell Strategy
The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.
Refinance to Avoid “House Rich, Cash Poor”
The “Money Talks” financial experts delve into a case study of a couple looking to create more liquidity in their plan to delay tapping their retirement funds. Refinancing their home might just do the trick.
SEPP Arrangements as a Last Resort
The “Money Talks” experts take a look at a unique situation where an investor is considering modifying his substantially equal periodic payment plan. They look at the rules behind the only allowed change and why he may not want to make the modification.
Defining What Retirement Looks Like for You
The financial Experts look at a common client situation where each spouse has different dreams about what retirement looks like. They discuss how important it is to have the retirement discussion early on when you’re in the saving phase.
Pandemic Hasn’t Changed Trends in Long-Term Care Insurance
The “Money Talks” experts take an in-depth look at the changes that have been happening in the long-term care insurance market.
CARES Act: 60-Day Rollover as Roth Conversion
The “Money Talks” financial experts discuss a unique opportunity that 2020 brings—the ability to roll what would have been a 2020 RMD into a Roth IRA. They also cover the nuances of this move as well as why it may be beneficial to some investors.
There Is No Substitute for Doing Your Homework
The Henssler Research Analysts explore portfolio construction and how paying attention to the fundamentals—a variety of factors that we believe influence a stock’s performance—can help your portfolio over the long term.